+49.6%
OVV vs DRI
+69.5%
-19.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | -7.3% | +4.2% | -11.5% | -7.8% |
| 30D | -3.6% | +15.7% | -19.3% | -5.8% |
| 3M | -2.6% | +5.8% | -8.4% | -3.7% |
| 6M | +7.6% | +18.4% | -10.9% | +4.0% |
| YTD | +59.6% | +28.2% | +31.4% | +49.5% |
| 1Y | +62.2% | +35.9% | +26.3% | +48.8% |
| 3Y | +49.6% | +67.7% | -18.1% | +34.2% |
| All | +49.6% | +69.5% | -19.9% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DRI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling